- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Update clients in Copilot from new Typeform entries
This automation ensures your client information remains up-to-date. By updating clients in Copilot from new Typeform entries, it automatically integrates new data into your existing client profiles. This eliminates the need for manual updates, increases data accuracy, and allows for real-time client information updates, improving your client management efforts.
